See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,531 | $69,010+13.8% | $159,960-50.9% | $68,494+14.7% |
| Participation rate | 71.7% | 65.4%+6.3pp | 78.0%-6.2pp | 67.9%+3.9pp |
| Annual return | -11.05% | -9.65%-1.4pp | 408.60%-419.7pp | -7.84%-3.2pp |
| Employer contribution / active EE | $2,664 | $2,213+20.4% | $4,226-36.9% | $2,596+2.6% |
| Participant deferral / active EE | $4,759 | $4,212+13.0% | $6,182-23.0% | $4,027+18.2% |
| Admin fee / account holder | $2,106 | $4,798-56.1% | $8,698-75.8% | $5,403-61.0% |